BCS Wealth Management Has $1.61 Million Stake in Walmart Inc. $WMT

BCS Wealth Management boosted its holdings in shares of Walmart Inc. (NASDAQ:WMT) by 108.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 14,434 shares of the retailer’s stock after buying an additional 7,525 shares during the quarter. BCS Wealth Management’s holdings in Walmart were worth $1,608,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. increased its position in Walmart by 0.9% during the third quarter. Vanguard Group Inc. now owns 435,652,710 shares of the retailer’s stock worth $44,898,368,000 after buying an additional 3,835,200 shares during the last quarter. State Street Corp increased its position in Walmart by 1.2% during the third quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock worth $19,046,104,000 after buying an additional 2,242,364 shares during the last quarter. Fisher Asset Management LLC increased its position in Walmart by 1.6% during the third quarter. Fisher Asset Management LLC now owns 40,298,623 shares of the retailer’s stock worth $4,153,176,000 after buying an additional 634,211 shares during the last quarter. Legal & General Group Plc increased its position in Walmart by 3.5% during the third quarter. Legal & General Group Plc now owns 27,268,463 shares of the retailer’s stock worth $2,810,288,000 after buying an additional 934,468 shares during the last quarter. Finally, Raymond James Financial Inc. increased its position in Walmart by 0.4% during the third quarter. Raymond James Financial Inc. now owns 24,990,692 shares of the retailer’s stock worth $2,575,541,000 after buying an additional 93,459 shares during the last quarter. 26.76% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO C Douglas Mcmillon sold 19,416 shares of Walmart stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $119.17, for a total value of $2,313,804.72. Following the completion of the transaction, the chief executive officer owned 4,274,856 shares in the company, valued at approximately $509,434,589.52. The trade was a 0.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO John R. Furner sold 13,125 shares of Walmart stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $121.96, for a total transaction of $1,600,725.00. Following the completion of the transaction, the chief executive officer owned 687,287 shares of the company’s stock, valued at $83,821,522.52. This trade represents a 1.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 246,016 shares of company stock valued at $30,431,872. 0.10% of the stock is owned by company insiders.

Walmart News Summary

Here are the key news stories impacting Walmart this week:

• Positive Sentiment: Walmart launched “Upstream Facility Services,” a nationwide B2B offering that leverages its store-based maintenance teams to sell HVAC and facility services — a new recurring revenue channel that can improve store-level economics and margins over time. Walmart introduces Upstream Facility Services
• Positive Sentiment: Guggenheim raised its price target on WMT to $137 (from $120) and reiterated a Buy — analyst backing that can support the stock and attract buyers after recent pullbacks. Walmart (WMT) – Among the Early Retirement Portfolio: Top 15 Stocks to Buy
• Positive Sentiment: Walmart is redesigning its Great Value private-label packaging (first major refresh in a decade) to boost appeal to price-conscious shoppers — a move that can lift private-label sales mix and margins. Walmart redesigns its ‘Great Value’ private label brand
• Neutral Sentiment: Walmart joined the U.S. Cotton Trust Protocol — a sustainability move that reduces sourcing risk and may help brand/retailer relationships but has limited immediate financial impact. Walmart Joins U.S. Cotton Trust Protocol
• Neutral Sentiment: New distribution wins (e.g., Pet Honesty nationwide at ~13,000 stores) add incremental SKU sales and assortment depth but are modest near-term drivers. Pet Honesty® Expands to Walmart Stores Nationwide
• Neutral Sentiment: Market commentary continues to label WMT a defensive, market-beating consumer staple — supportive for long-term inflows but not necessarily a catalyst for immediate upside. Market on Sale: 2 Stocks Worth Buying With $1,000 Amid the Chaos
• Negative Sentiment: Despite the positive strategic news and analyst support, the stock saw selling pressure (reported declines in recent sessions), suggesting profit-taking or broader market moves are outweighing headlines today. Walmart (WMT) Stock Declines While Market Improves

Walmart Stock Down 0.2%

NASDAQ WMT opened at $124.76 on Thursday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.24 and a current ratio of 0.79. The firm has a 50-day simple moving average of $125.76 and a 200 day simple moving average of $115.64. Walmart Inc. has a twelve month low of $90.61 and a twelve month high of $134.69. The stock has a market cap of $994.64 billion, a PE ratio of 45.53, a PEG ratio of 4.66 and a beta of 0.66.

Walmart (NASDAQ:WMT) last released its earnings results on Thursday, February 19th. The retailer reported $0.74 earnings per share for the quarter, beating the consensus estimate of $0.73 by $0.01. Walmart had a net margin of 3.07% and a return on equity of 21.44%. The business had revenue of $190.66 billion during the quarter, compared to analysts’ expectations of $188.37 billion. During the same quarter last year, the company earned $0.66 earnings per share. The firm’s revenue was up 5.6% on a year-over-year basis. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q1 2027 guidance at 0.610-0.610 EPS. On average, research analysts forecast that Walmart Inc. will post 2.55 EPS for the current year.

Walmart Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, January 4th. Shareholders of record on Friday, December 11th will be paid a dividend of $0.2475 per share. The ex-dividend date is Friday, December 11th. This represents a $0.99 dividend on an annualized basis and a yield of 0.8%. Walmart’s dividend payout ratio (DPR) is currently 36.13%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the company. Raymond James Financial reaffirmed an “outperform” rating and issued a $135.00 price target on shares of Walmart in a research report on Friday, March 6th. BTIG Research reaffirmed a “buy” rating and issued a $140.00 price target on shares of Walmart in a research report on Friday, February 20th. TD Cowen reaffirmed a “buy” rating and issued a $145.00 price target (up from $136.00) on shares of Walmart in a research report on Friday, February 20th. Morgan Stanley reaffirmed an “overweight” rating and issued a $135.00 price target (up from $125.00) on shares of Walmart in a research report on Thursday, January 15th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and issued a $138.00 price target on shares of Walmart in a research report on Friday, February 20th. Two analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $137.64.

Walmart Company Profile

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.